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Personal Wealth Partners’s Invesco Leisure and Entertainment ETF PEJ Stock Holding History

Personal Wealth Partners’s Portfolio PEJ Stock Details PEJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-100
Closed -$5K – 449
2019
Q4 		$5K Hold
100
– – ﹤0.01% 275
2019
Q3 		$4K Hold
100
– – ﹤0.01% 291
2019
Q2 		$4K Buy
+100
New +$4.34K ﹤0.01% 254

Other funds holding PEJ

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BCV
Banque Cantonale Vaudoise Lausanne, Switzerland $722M AUM 30.45% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
VWA
V Wealth Advisors Overland Park, Kansas $125M AUM 24.7% 1-Year Est. Return
United Capital Financial Advisors
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Personal Wealth Partners's PEJ Position: Q1 2020 in Review

Personal Wealth Partners sold out of Invesco Leisure and Entertainment ETF (PEJ) in Q1 2020, closing a stake of 100 shares — an estimated $5K sold.

Personal Wealth Partners first reported a position in PEJ in Q2 2019 and held it in 3 quarters. The position peaked at $5K in Q4 2019. 32 funds tracked by Wall St. Rank hold PEJ as of Q1 2020.

  • Personal Wealth Partners reported no remaining Invesco Leisure and Entertainment ETF position as of Q1 2020 after selling out during the quarter.
  • Personal Wealth Partners sold 100 Invesco Leisure and Entertainment ETF shares in Q1 2020, an estimated $5K.
  • Personal Wealth Partners first reported a position in Invesco Leisure and Entertainment ETF in Q2 2019 and held it in 3 quarters.
  • Personal Wealth Partners's Invesco Leisure and Entertainment ETF position peaked at $5K in Q4 2019.
  • 32 funds tracked by Wall St. Rank held Invesco Leisure and Entertainment ETF as of Q1 2020.

Based on Personal Wealth Partners's 13F filing for Q1 2020, filed 7 May 2020.